MFT

Moisand Fitzgerald Tamayo Portfolio holdings

AUM $791M
1-Year Est. Return 10.3%
This Quarter Est. Return
1 Year Est. Return
+10.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$202K
3
+$140K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$132K
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$119K

Top Sells

1
+$461K
2
+$453K
3
+$363K
4
HIND
Vyome Holdings
HIND
+$316K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$208K

Sector Composition

1 Industrials 1.39%
2 Technology 1.1%
3 Communication Services 0.99%
4 Utilities 0.85%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.29%
3,529
-28
52
$485K 0.25%
5,566
+246
53
$475K 0.25%
8,575
-1,200
54
$396K 0.2%
3,521
+25
55
$382K 0.2%
1,686
56
$354K 0.18%
9,514
+29
57
$353K 0.18%
1,786
+1,730
58
$339K 0.18%
4,853
59
$327K 0.17%
672
60
$309K 0.16%
6,198
-102
61
$305K 0.16%
2,449
62
$302K 0.16%
6,000
63
$300K 0.15%
5,664
64
$299K 0.15%
2,624
65
$284K 0.15%
7,637
-627
66
$277K 0.14%
973
67
$276K 0.14%
1,726
68
$265K 0.14%
2,199
69
$257K 0.13%
1,999
70
$247K 0.13%
19,242
-912
71
$245K 0.13%
3,360
72
$241K 0.12%
2,173
73
$232K 0.12%
2,888
+2
74
$227K 0.12%
5,742
75
$214K 0.11%
1,076
1 2
3
4 5